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Wealth Management Analyst/Associate (Internal Sales)

Adams Street PartnersNew York, New York, United States
On-site Full-time $85K/yr - $125K/yr

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Experience Level

Experience

Qualifications

Qualifications:Strong communication and interpersonal skills to foster relationships with clients and partners. Proven ability to manage multiple tasks and priorities in a fast-paced environment. Demonstrated experience in sales or client service, preferably in financial services or wealth management. Proficient in utilizing technology and social media for outreach and engagement. Ability to work collaboratively within a team framework.

About the job

Adams Street Partners is a leading global private markets investment manager, proudly managing $65 billion in assets. As a wholly employee-owned firm, we cultivate a distinctive culture characterized by collaboration, intellectual rigor, integrity, and a strong focus on professional development. For the eighth consecutive year, Adams Street has been recognized as one of Pension & Investments’ Best Places to Work in Money Management for 2025.

Our employees function as a cohesive global team, leveraging the expertise of our investment professionals across five core strategies: primary investments, secondary investments, growth equity, private credit, and co-investments. Since our inception over 50 years ago, we have been recognized as pioneers in the private markets sector, earning our place in the Private Equity Hall of Fame in 2000.

We serve a diverse clientele, including prominent public and corporate pension plans, foundations, endowments, insurance companies, registered investment advisors, and high net worth individuals across the globe. Our offices span major cities worldwide, including Abu Dhabi, Austin, Beijing, Boston, Chicago, Hong Kong, London, Munich, Menlo Park, New York, Seoul, Singapore, Sydney, Tokyo, and Toronto.

Overview:

Adams Street Partners is eager to grow our Wealth Management team to meet the demands of our expanding client base. This position, located in our New York office, is crucial for enhancing client relationships and will involve proactive engagement with potential clients through outreach strategies. The ideal candidate will deliver exceptional service to our existing and prospective investors across various private wealth channels, including private banks, wirehouses, independent broker dealers, RIAs, and family offices. Responsibilities will include managing distribution relationships, facilitating business production, and providing creative solutions to challenges. Given our collaborative culture, candidates must possess outstanding organizational and client service skills, with the ability to juggle multiple fundraising initiatives and support the growth of our business.

Key Responsibilities:

  • Generate new leads and prospect accounts through daily cold/warm calling, emailing, and utilizing LinkedIn.
  • Collaborate with external partners to schedule both in-person and virtual meetings, while providing ongoing support throughout the sales cycle.
  • Address impromptu needs of existing clients to enhance service delivery.

About Adams Street Partners

Adams Street Partners is a globally recognized private markets investment firm that emphasizes a collaborative and growth-oriented work environment. With over 50 years of experience and a diverse clientele, our firm is committed to excellence in investment management.

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